+36.3%
ALB vs WPM
+659.5%
-623.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +1.1% | +3.1% | -2.0% | +0.2% |
| 30D | -2.6% | -1.8% | -0.7% | -2.4% |
| 3M | -25.6% | +1.0% | -26.6% | -26.2% |
| 6M | -54.0% | -5.4% | -48.6% | -53.8% |
| YTD | -31.6% | +15.9% | -47.5% | -34.7% |
| 1Y | -6.6% | +30.8% | -37.4% | -13.1% |
| 3Y | -14.0% | +222.6% | -236.6% | -34.7% |
| 5Y | -62.5% | +227.4% | -289.9% | -72.2% |
| 10Y | +36.3% | +757.8% | -721.5% | -6.6% |
| All | +36.3% | +659.5% | -623.2% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling